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- Tasks: Lead a dynamic financial planning team and drive strategic growth initiatives.
- Company: Join a rapidly expanding financial planning practice with a collaborative leadership team.
- Benefits: Attractive six-figure salary, performance bonuses, and corporate benefits.
- Why this job: Shape the future of financial planning while mentoring talented professionals.
- Qualifications: Experienced leader in financial planning with industry qualifications (min Level 4/DipFS).
- Other info: Exciting opportunity to make a significant impact during a period of growth.
The predicted salary is between 36000 - 60000 £ per year.
Nigel James Associates have been retained by a regional financial planning practice to secure a new Head of Financial Planning as part of their restructure and continued expansion. The role will be reporting directly into the CEO and you will be part of the Senior Leadership Team. You will have line management of the Financial Planners and day to day operational management responsibilities. You would have strategic involvement and there is an emphasis on growth with ambitious goals being set. The T&C team would work alongside you to help manage the Financial Planners effectively and ensure great client service and outcomes.
Requirements
- To be considered for this role you will need to be an experienced financial/wealth planning leader.
- You would have had exposure to managing large teams and having strategic input/responsibilities at a senior leadership level.
- You will have the gravitas to gain the respect of established Financial Planners and be able to mentor at this level as well as more junior Financial Planners still developing their careers/skillset.
- You will have the ability to build business and experience of establishing professional relationships and other business channels to ensure your Advisers achieve their targets.
- This company has set out to double in size over the next 5 years and requires somebody that has a commercial mindset and the ability to help develop the strategy to achieve and execute.
- You will have industry specific qualifications (min Level 4/DipFS qualified) and thorough knowledge of the financial planning process.
This is a senior opportunity to lead a highly successful financial planning team/business through this exciting time of growth. It is a role with an abundance of scope to make it your own, working as part of a highly collegiate leadership team/company. There is an attractive £six figure basic on offer plus bonuses based on performance and corporate benefits included.
What next? For more information or a confidential discussion, please get in touch. Or to apply, please send through an up-to-date copy of your CV.
Head of Financial Planning employer: Nigel James Associates Ltd
Contact Detail:
Nigel James Associates Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Head of Financial Planning
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning industry and let them know you're on the lookout for new opportunities. You never know who might have the inside scoop on a role that’s perfect for you.
✨Tip Number 2
Prepare for interviews by researching the company and its leadership team. Understand their goals and challenges, especially since they’re aiming to double in size. This will help you tailor your responses and show that you’re genuinely interested in contributing to their growth.
✨Tip Number 3
Showcase your leadership skills! Be ready to discuss your experience managing large teams and how you've successfully mentored both seasoned and junior Financial Planners. Highlight specific examples that demonstrate your strategic input and ability to drive results.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we’re here to support you every step of the way, so take advantage of the resources we offer to help you land that dream job.
We think you need these skills to ace Head of Financial Planning
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to highlight your experience in financial planning and leadership. We want to see how your skills align with the role of Head of Financial Planning, so don’t be shy about showcasing your achievements!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for this role. We love seeing passion and personality, so let us know what excites you about leading a financial planning team.
Highlight Your Strategic Experience: Since this role involves strategic input, make sure to emphasise any relevant experience you have in developing and executing business strategies. We’re looking for someone who can help us grow, so show us how you’ve done it before!
Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It’s the best way for us to keep track of your application and ensure it gets the attention it deserves!
How to prepare for a job interview at Nigel James Associates Ltd
✨Know Your Numbers
As a Head of Financial Planning, you’ll need to demonstrate your financial acumen. Brush up on key financial metrics and be ready to discuss how you've used data to drive growth in previous roles. This shows you’re not just a leader but also someone who understands the numbers behind the strategy.
✨Showcase Your Leadership Style
Prepare to talk about your experience managing large teams. Think of specific examples where you’ve successfully mentored both senior and junior Financial Planners. Highlight your approach to leadership and how you foster a collaborative environment, as this will resonate well with the Senior Leadership Team.
✨Strategic Vision is Key
This role involves strategic input, so come prepared with ideas on how to achieve ambitious growth goals. Discuss your past experiences in developing and executing strategies that led to significant business growth. This will show that you’re aligned with their vision of doubling in size over the next five years.
✨Build Rapport with the Interviewers
Establishing professional relationships is crucial in this role. During the interview, engage with your interviewers by asking insightful questions about their current challenges and goals. This not only demonstrates your interest but also your ability to connect with others, which is vital for a leadership position.
